selfless.chat

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Managing Conversations in the selfless.chat Interface

Learn how to use the control options available in each conversation

In the selfless.chat service interface, each active conversation has a menu of options that allows for quick actions to help organize and manage the history with contacts. These actions are useful for keeping the operation clean, recording interactions, and controlling the support queue.

How to access the options menu

Hover your cursor over a conversation in the side list and click the three dots icon (or right-click). The menu will show the following options:

  • Mark as read/unread

Allows you to flag a conversation that has already been viewed as “unread,” or one that hasn’t been opened as “read.” This is useful for follow-up or transferring the case to another agent. This function is only available for conversations in the "Open" tab.

  • Copy number

Copies the contact’s number to the clipboard. Ideal for quick use in other systems, manual searches, or validations.

  • Clear conversation

Removes all messages from the visible history of that conversation without deleting the contact. This action helps start a new support session with a clean slate, while preserving the contact link.

  • Remove contact

Deletes the contact from the active base. This option is available only to administrators, depending on permission settings.

  • Close conversation

Closes the conversation and returns to the main screen, where no conversation is selected.

Best practices

  • Use “Copy number” cautiously in shared environments.
  • “Clear conversation” is useful for testing, follow-ups, or flow resending.
  • Use the “Remove contact” option carefully, as it may affect previous records.